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Name Holding Trade Value Shares
Change
Change in
Stake
GLA
701
Great Lakes Advisors
Illinois
$218K +$62.3K +144 +32%
OF
702
Optimize Financial
California
$213K -$3.03K -7 -1%
TAM
703
Tucker Asset Management
Colorado
$213K +$249K +575 New
HWAM
704
Hennion & Walsh Asset Management
New Jersey
$211K +$247K +570 New
CPIG
705
Chicago Partners Investment Group
Illinois
$211K +$210K +485 New
AO
706
Advisor OS
Illinois
$210K +$246K +569 New
FCA
707
FLC Capital Advisors
California
$207K – – –
CCB
708
Cutter & Co Brokerage
Missouri
$206K +$34.6K +80 +17%
HSA
709
HBK Sorce Advisory
Pennsylvania
$205K -$6.05K -14 -2%
PCS
710
Personal CFO Solutions
New Jersey
$202K +$38.9K +90 +20%
FT
711
Fiduciary Trust
Massachusetts
$201K – – –
Financial Engines Advisors
712
Financial Engines Advisors
California
$201K -$8.22K -19 -3%
SC
713
Savant Capital
Illinois
$201K -$2.45M -5,662 -91%
S
714
SignatureFD
Georgia
$197K +$32.4K +75 +16%
C
715
Covestor
United Kingdom
$191K +$6.49K +15 +3%
RCM
716
Raleigh Capital Management
North Carolina
$184K +$18.2K +42 +9%
WTC
717
WhitTier Trust Company
Nevada
$184K – – –
SS
718
Sunbelt Securities
Texas
$179K +$83.9K +194 +67%
SS
719
SBI Securities
Japan
$161K +$43.7K +101 +30%
EWA
720
EverSource Wealth Advisors
Alabama
$156K +$3.89K +9 +2%
O
721
Ossiam
France
$156K -$399K -923 -69%
ATC
722
Adirondack Trust Company
New York
$155K – – –
SW
723
SVB Wealth
Massachusetts
$155K +$181K +418 New
CA
724
Clearstead Advisors
Ohio
$143K +$31.6K +73 +23%
WWM
725
Wolff Wiese Magana
California
$132K -$143K -330 -48%